Is Your Firm Future-Ready?

August 14 - 15, 2018
The Ritz-Carlton, Laguna Niguel
1 Ritz-Carlton Drive
Dana Point, CA 92629

Registration for Dana Point has closed, however, we still welcome your attendance. If you plan to attend, please contact us at insidetrack@FMR.com.

The forces of change in the financial services industry are accelerating faster than ever. Today’s ever changing landscape requires firms to transform and evolve their strategies to create future-ready businesses.

Please join us at Inside Track on August 14-15 to exchange ideas with Fidelity and your peers that may help your firm be future-ready. We’re confident you’ll walk away with actionable take-aways that will help you and your organization thrive in today’s dynamic environment.

Agenda Highlights
  • Insights into the value of advice
  • Digital transformation
  • M&A and advisor movement trends
  • Portfolio construction
  • Bitcoin and blockchain
  • Personal security best practices
Who should attend?
  • Principals and Home Office Leaders
  • Operations and Technology Professionals
  • Financial Advisors
  • Practice Management and Marketing Professionals
  • Chief Investment Officers and Portfolio Managers
Some sessions qualify for CFP®, CIMA®, CIMC® and CPWA® continuing education credits.